crm template

  1. TahdenHerra

    Call Journalling Recording Multiple Times?

    I have been working on the AutoTask CRM and integrating with 3CX, I have been able to successfully pull up contacts, Report Calls, Report Chats. All of this works within the CRM Template Application. However, when I import it into 3CX and make a test call, I see multiple entries created for the...
    • TahdenHerra
    • Thread
    • autotask autotask psa crm template
    • Replies: 2
    • Forum: Other
  2. petxi79

    AutoTask CRM & 3CX Search Contacts

    Hi forum, According the template from @Chris Ellsaesser (great job!) in this post: https://www.3cx.com/community/threads/autotask-new-rest-api-integration.74665/post-342347 I have tried to create the scenario for search contacts from the 3cx client dialer. But when the scenario is called I see...
    • petxi79
    • Thread
    • crm template
    • Replies: 0
    • Forum: Other

  3. Solved Call journaling CRM Template

    Buen dia equipo de 3CX, Tenemos una integración que estamos realizando con nuestro CRM, pero tenemos un inconveniente con el call journaling, en el CRM template generator pusimos el api para que nos haga los post 3CX de las llamadas, pero no se estan generando, no sabemos porque o que puede...

  4. CRM Template Generator o 3CX no funciona en creacion de contactos

    Buen día Equipo de 3CX, Tengo un lío con una integración con Kommo, sucede que la integración de Kommo que tiene 3CX publicada no nos funcionó por lo que la rehicimos de 0, consultamos las API y las probamos con Postman, pueden ver las pruebas en la documentación adjunta del Word, ahí se...

  5. Solved CRM Integration | Initiative CRM | Custom CRM

    Hello, I'm trying to create a CRM template for my CRM (Initiative CRM). Concerning authentication, here's how I need to connect: First API call (getchallenge): https://app.initiative-crm.com/wstiger.php?operation=getchallenge&username=XXXXXXXXXXXX Which sends me back a token that takes 3...
    • bastien_alv
    • Thread
    • crm api crm integration crm template
    • Replies: 4
    • Forum: Other

  6. EspoCRM Contact Creation Not Working

    Greetings, I am writing to you because I cannot make the contact creation function work in any way, I have tried thousands of times different possible solutions, such as changing variables within the scenario by inserting the "list" prefix, I also tried to keep track of what happens on the CRM...
    • Kla Service
    • Thread
    • crm crm api crm api costum crm contacts crm integration crm template help
    • Replies: 5
    • Forum: Other

  7. only inbound calls are sent to crm (call journaling)

    Hello Support Team, I hope this message finds you well. I am currently working on integrating our 3CX Phone System with our CRM application. For this project, I am using n8n as the endpoint to manage and track all HTTP requests between the two systems. While I can confirm that the call journal...
  8. Target Integration

    Vryno Integration with 3CX

    Hi Guys, We are integrating a CRM System www.vryno.com with 3cx. It supports OAUTH 2.0 with PKCE and the development team of Vryno have explained that 3CX integration is not supporting PKCE. Is this correct? Is there a plan on supporting this in any of the future versions? Thanks Rohit
  9. ndakena

    JETPACK CRM INTEGRATION NOT WORKING

    Hello Team, I integrated 3cx with Jetpack CRM using the integration template. It was working initially, but suddenly stopped two days ago. I have tried to do the same integration on different 3cx instance and different Jetpack CRM, but it's still not woirking. Though jetpack is still listed as...
    • ndakena
    • Thread
    • crm template jetpack
    • Replies: 20
    • Forum: Other

  10. CRM integration without ContactUrl

    Hello, 3CX uses the ContactUrl as unique key to identify the contact, as such, when the ContactUrl is not unique (e.g. an empty string), previous contacts are always overwritten. I'm not sure why 3CX would use the ContactUrl for this, it doesn't make a lot of sense when ContactID is available...
    • ltri37
    • Thread
    • contact database management crm crm integration crm template
    • Replies: 13
    • Forum: Other

  11. Custom Rest API CRM Integration

    Hello, 3cx community, I'm new to 3CX integration. I'm currently building a CRM in python API. I've created a CRM template and a python API for integration. 3CX makes a call to search for a contact by number. Because initially, my CRM database is empty it returns nothing. I've tried...
    • noob-integrator
    • Thread
    • api integration crm crm integration crm template
    • Replies: 1
    • Forum: Other

  12. CRM Server side integration not doing anything

    Hi, I recently set up CRM integration server side with my trial professional license. I have it so that user information is returned by my CRM system to 3CX on incoming calls and call journaling is enabled so that information is sent to my CRM system for scenarios such as missed calls and...
    • hoth
    • Thread
    • crm crm api costum crm integration crm template
    • Replies: 7
    • Forum: Other

  13. VERSION entry was not found in archive

    Hi, Im trying to upload my 3CX XML template file, which I have compressed into a .zip file but I keep getting a server error message "VERSION entry was not found in archive". How do I go about resolving this issue? I'm uploading it in the "Client Side (Legacy)" section in CRM Integration. Thanks!
    • hoth
    • Thread
    • crm crm integration crm template
    • Replies: 2
    • Forum: Other

  14. Incoming DID/ CRM Template

    Hello, is it possible to get the incoming DID via Template Generator? I need a solution for the following problem: When an incoming call is accepted by the User, I need to trigger a CRM-URL which contains the following variables: DID ,CallID ,CallerNumber. e.G...
    • TimLin
    • Thread
    • crm crm template crm template wizard incoming did incoming extension
    • Replies: 1
    • Forum: Other
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